Campaign Contacts

Contacts are the people your campaign will call. You can add them manually or import from a CSV file.

Adding Contacts Manually

1. Go to your campaign’s detail page

2. Click Add Contacts

3. Fill in the contact details:

   • Phone number (required) — The number to call, in any format
   • First name — Contact’s first name
   • Last name — Contact’s last name
   • Email — Contact’s email address
   • Company — Contact’s company name
   • Custom fields — Any additional data for personalization

4. Click Add to save

You can add up to 1,000 contacts per request.

Importing from CSV

For larger lists, import contacts from a CSV file:

1. Go to your campaign’s detail page
2. Click Import CSV
3. Upload your CSV file (up to 5,000 rows)
4. Map your CSV columns to contact fields:
   • Phone number (required) — Map the column containing phone numbers
   • First name — Map the first name column
   • Last name — Map the last name column
   • Email — Map the email column
   • Company — Map the company column
5. Review the preview and click Import

CSV Tips

• Your CSV must have a header row
• The phone number column is required — all other columns are optional
• Phone numbers are automatically formatted to E.164 format
• Duplicate phone numbers (within the same campaign) are skipped
• Invalid phone numbers are flagged and skipped

Example CSV

phone,first_name,last_name,email,company
+15551234567,Sarah,Johnson,[email protected],Johnson Dental
+15559876543,Michael,Chen,[email protected],Chen Law Group
+15555551234,Emma,Williams,[email protected],Williams Realty

Managing Contacts

Viewing Contacts

The contacts tab on your campaign shows all contacts with:

• Name and phone number
• Current status (Pending, Completed, Failed, etc.)
• Number of call attempts
• Last attempt date
• Outcome notes

Filtering Contacts

Filter by status to quickly find:

• Pending contacts that haven’t been called yet
• Failed or No Answer contacts that might need attention
• Do Not Call contacts who opted out
• Rescheduled contacts who asked to be called back

Removing a Contact

To remove a contact from a campaign, click the delete icon next to the contact. This removes them from the campaign — they won’t be called again.

Do Not Call Integration

When a contact says they don’t want to be called during a conversation, the AI agent automatically updates their status to Do Not Call. This contact will not be retried and is added to your business’s Do Not Call list to prevent future contact across all campaigns.

Retry Logic

For contacts with No Answer or Failed status:

• The system automatically retries based on your campaign’s retry settings
• Retry attempts control how many additional tries (default: 2)
• Retry delay controls the wait between attempts (default: 60 minutes)
• After all retry attempts are exhausted, the contact’s final status is recorded